# Steffens Financial Corp: applying for SEC registration, $162M AUM, Byram Township, NJ

**Score:** 55/100

| Field | Value |
|---|---|
| Firm | Steffens Financial Corp |
| Legal name | Steffens Financial Corp |
| CRD | 342546 |
| Status | In 120-day approval window |
| Registered with the SEC | 2026-06-15 |
| Latest Form ADV filing | 2026-09-25 |
| Location | Byram Township, NJ, United States |
| Regulatory AUM | $162,007,559 |
| Accounts | 432 |
| Employees | 10 |
| Website | https://www.steffensfinancial.com/ |

## Why this score
- $162M under management.
- Still in the approval window: vendors not yet chosen.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/342546). Last refreshed: 2026-10-28T20:49:58.746Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.